| WAIT | 12.870 | Brooke Thackray | The company is in a good position. Well recognized internationally. Technically, the chart is showing a symmetrical triangle. Would wait for it to break out of the symmetrical triangle on the up side. | 2008-05-09 | |
| TOP PICK | 12.350 | Cameron Webster | A global star if you look down their revenue streams and where they're getting their money. Pretty much outside of North America and Europe. Not super cheap, but the order book last year was really strong. There is a worldwide shortage of pilots and they pretty much do all the simulation. | 2008-05-08 | |
| TOP PICK | 11.850 | Peter Brieger | Leader in global pilot training/retraining. Airline industry needs about 16,000 new pilots a year. Also a leader in the manufacture of the training modules. | 2008-05-01 | |
| TOP PICK | 11.960 | Robert Floyd | Very strong market for flight training. A lot of new aircraft being introduced, which will require new simulators. Strong need for pilots. Very steady demand for simulators and a lot of new orders coming in. | 2008-04-29 | |
| PAST TOP PICK | 12.000 | David Burrows | (A Top Pick Apr 24/07. Down 12%.) Doesn't own the stock, but he is a believer in the business. There is a global shortage of pilots and there is very strong growth in civil aviation. He would like to see it trade above $13 before buying. | 2008-04-18 | |
| BUY | 11.720 | Gordon Higgins, CA, MBA, CFA | Would not buy this one for a takeover possibility. Reasonably priced at around 12X forward earnings. Good value. | 2008-04-17 | |
| TOP PICK | 11.900 | Michael Decter | The presumption that a recession and high energy prices means less flying is totally untrue. There are massive increases in civil aviation in Asia. There is a big shortage of pilots and is estimated at 27,000. They are on the verge of some big military contracts. Could also be an acquisition target. | 2008-04-16 | |
| BUY | 12.350 | Gavin Graham | Has a pretty decent set of assets. North American Airlines have not been buying new planes, but middle east, Asian and European airlines have been. When the NA Airlines start buying, it will continue having decent growth. | 2008-04-09 | |
| DON'T BUY | 12.630 | Ron Meisels | Had a wonderful rise last summer and since then, it has had a bit of a rolling top with lower highs and lower lows. The chart would have to flatten out and start making a base before it gets to a point where it would be a favourite again. | 2008-04-08 | |
| WEAK BUY | 12.120 | Michael Sprung | Like, have been adding to exposure lately. One of the premium companies exposed to the aeronautical market. Planes are going to need replacement in the near future. Looks quite attractive at this price. Has a dominant position in the industry. | 2008-03-27 | |
| DON'T BUY | 11.900 | Benj Gallander | Price is far too high, not interested. | 2008-03-25 | |
| TOP PICK | 11.250 | Robert Floyd | Provide Flight training.
In terms of sales are doing extremely well. Target is high teens. | 2008-03-20 | |
| PAST TOP PICK | 10.990 | David Burrows | Then 13.31, down 15%
Likes the civil aviation space. Technically the stock has gone wrong so he would avoid it. | 2008-03-19 | |
| BUY | 12.360 | David Baskin | This is a really interesting story. Right now it presents a very interesting opportunity in taking advantage of the growth in the global airline industry. Airline business is going to grow substantially in Asia and will require the training of a lot of pilots. | 2008-02-19 | |
| TOP PICK | 11.600 | Michael Decter | There is a worldwide shortage of pilots. There is really rapid growth in aviation in Asia. They are on a huge roll. Have been announcing a lot of new orders and partnerships in Asia. | 2008-02-11 | |
| BUY on WEAKNESS | 11.310 | Peter Brieger | Bought half his position at $13.20 and will probably buy the balance between $10.50 and $11. | 2008-02-06 | |
| Comment | 11.800 | Alex Ruus | (Market Call Minute.) Neutral short-term, but on the long-term would be a Buy. Aerospace sector is in an upswing and one of the better places to be invested. | 2008-02-04 | |
| BUY | 11.720 | Robert Floyd | Last quarterly report showed some very strong numbers. Their business is progressing quite nicely and has an international scope. | 2008-01-15 | |
| TOP PICK | 12.880 | Michael Decter | Likes their niche of simulators and pilot training. There is a global shortage of pilots. Airlines are rapidly changing their fleets because of energy concerns and this requires training of the pilots. An increase of passengers from Asia also adds to the demand. | 2008-01-07 | |
| TOP PICK | 13.300 | Peter Brieger | World class and is #1 in their space. Its market is the military with simulators and pilot training, but the real story is in the civil side. Simulators are needed for new aircraft but pilot training is where the best margins are. There are 18,000 to 20,000 new pilots each year. Also going into simulators on disaster training. Real growth on simulators will be in 5 to 10 years. | 2007-12-28 | |
| DON'T BUY | 13.200 | Benj Gallander | Have done well in this sector. Hasn't moved far too much for him and is no longer a contrarian play. | 2007-12-24 | |
| BUY | 12.800 | David Baskin | Has done very well over the past year. There is a large expansion in the airline industry in China, etc. and a lot of new pilots will be required to be trained. This one is on his radar screen. | 2007-12-18 | |
| TOP PICK | 12.760 | Robert Floyd | Manufacturer of flight simulators as well as running flight training. Airlines are going to need new pilots. There is also a huge demand for new aircraft, which will require training. Earnings are showing a nice progression. | 2007-12-11 | |
| BUY | 12.850 | Michael Sprung | This is the way he is playing the aerospace market. Getting more and more into the flight training business. A growing number of large class commercial airlines are being replaced over the next few years | 2007-12-10 | |
| Comment | 11.780 | Ross Healey | FMV is more than double the stock price, which had been moving up well, but gave up the ghost recently. This is peculiar because airlines are being bought globally and air fleets are being expanded. | 2007-11-30 | |
| BUY | 11.400 | Fred Ketchen | With the number of new aircraft being sold the requirements for flight simulators will continue to improve. There is growth there. | 2007-11-27 | |
| TOP PICK | 11.830 | Robert Floyd | Recent numbers we're extremely strong. Sold 21 simulators and looking to sell about 34 for the year. Looking for fairly strong sales again this year. Will continue to grow for the next couple of years. Good price. | 2007-11-14 | |
| BUY | 12.010 | Michael Decter | Great quarter and strong guidance forward. Aviation sector has great passenger loads and a need to train more pilots. | 2007-11-12 | |
| Comment | 12.070 | Robert McWhirter | Sold his holdings about 3 months ago. A stock that is moving sideways or down in a roaring bull market is expensive. Ranks #287. Last quarter earnings were up 13% and are expected to be up 16% in the next couple of days. Signed a new contract with the Canadian Government. | 2007-11-07 | |
| BUY on WEAKNESS | 12.540 | Michael Sprung | In the aerospace market this company is in a good position. More and more new planes are coming out and will require more pilots and training. Should have a number of years of good earnings and growing backlog. Would Buy more at $1 less. | 2007-11-06 | |
| VAGUE | 12.610 | Gavin Graham | This is a Canadian world class company which is involved with flight simulators. Their sales will follow plane orders. The peak of ordering cycle has come off. But, there may be some new reordering in the future as the fleets are getting older and need to become more efficient. | 2007-10-29 | |
| BUY | 12.870 | Steve Carlin | Like the name, not currently in fund. All about the Canadian dollar appreciation, it will be affected. Very attractive purchase at this point. | 2007-10-25 | |
| WATCH | 12.980 | Bill Carrigan | Long term is going higher. In a terrific sector. In a corrective period, but thinks it is a correction on the way to higher prices.
Watch the peers. If it doesn't break through the low level of around 12.5 will be ok. | 2007-10-17 | |
| TOP PICK | 13.310 | Robert Floyd | Simulators and flight training. Very strong orders for new aircraft creating a need for simulators to train pilots. Given the growth rates in traveling, there will be a need for new products. | 2007-10-12 | |
| BUY on WEAKNESS | 13.400 | Michael Sprung | Aerospace market is fairly strong now and this company is one of the major beneficiaries. Have announced a number of new contracts for simulators. There are a lot of new planes coming out that are going to need pilots trained. | 2007-10-01 | |
| TOP PICK | 13.150 | Robert Floyd | Manufactures simulators and run flight training. Development of new, lighter, more powerful aircraft will need a lot of pilots over the next several years. Also retiring pilots need replacement. Strong orders are coming through. | 2007-09-14 | |
| HOLD | 13.200 | Gordon Higgins, CA, MBA, CFA | Aerospace and defence contractor. Make simulators that I used by the airlines. At 20X earnings, there are a lot of expectations built into this. Fairly valued. | 2007-09-12 | |
| TOP PICK | 13.650 | Robert Floyd | Flight simulators and flight school operations. There is a lot of new development of aircraft. There is a real demand for pilots right now. | 2007-09-06 | |
| TOP PICK | 13.400 | Chris Smith | A late cycle player because it's levered to the civil and military aerospace side. Has tons of growth ahead of it. Global demand for pilots is huge. | 2007-08-30 | |
| PAST TOP PICK | 13.100 | Robert Floyd | (A Top Pick Aug 18/06. Up 46%.) The direction in hiring of new pilots is very strong. Just reported quite good numbers. | 2007-08-10 | |
| BUY | 13.320 | David Burrows | Looks for sectors where there is a secular trend in place that will lead to strong pricing power. Civil aviation is one of them. There will be a global demand for 18,000 new pilots each year for the next 5 years. CAE is racking up lots of orders. Recent earnings beat the street dramatically. | 2007-08-09 | |
| DON'T BUY | 13.920 | Laura Wallace | Has done well with the improvement in the airline sector. Given the uncertainty of the economic outlook, she would be a little cautious on this one. | 2007-08-02 | |
| HOLD | 14.670 | Peter Brieger | A world-class company. As the airlines ramp up they'll get more business. Bought an Australian Company, Kesem Int’l, a security company that tries to detect beforehand and deals afterwards with disasters. On his watch list. | 2007-07-19 | |
| TOP PICK | 14.790 | Robert Floyd | Simulators are in a very strong part of aerospace. Also have a training school. International in scope. New aircraft designs will require new simulators. | 2007-07-12 | |
| PAST TOP PICK | 14.370 | Bill Carrigan | Then 9.07
Still going up, "linear advance",
It's peer group is still going up as well. | 2007-06-13 | |
| BUY | 14.100 | Ross Healey | Fair market value is around $24 and has been rising, because the sales of the big aircraft manufacturers such as Boeing and Airbus and so on. CAE manufactures the simulators to train the pilots. It's not cheap in historical terms, but in fair market value terms is cheap.
It came from discount to book value 4 years ago and is now 4 times book value.
| 2007-06-01 | |
| TOP PICK | 13.650 | Robert Floyd | Continuing to show very solid growth. Will be reporting for fiscal 07 tomorrow. Looking at earnings growth of $.65 to $.80. Recently reported $70 million of new contracts. | 2007-05-30 | |
| BUY | 13.080 | David Burrows | Believes we are in a strong civil aviation cycle. Need 17000 pilots per year over the next 6 to 7 years, and CAE goes a long way to supply the simulators and training equipment for them. Is benefiting from the global market and not just the North American market. | 2007-05-16 | |
| Comment | 12.990 | Bruce Campbell | A recovery story with the aerospace industry. Growth will be a little lower in the next 5 years. Longer term is fine, but won’t repeat its recent performance. | 2007-05-09 | |
| HOLD | 13.160 | Michael Sprung | Has had a good run. He took profits. Has a few more dollars left in it. | 2007-04-27 | |
| TOP PICK | 13.310 | David Burrows | A global growth stock. Beneficiary to the upgrade cycle in aviation. Earnings next year should be up about 50%. Very strong earnings and price momentum. | 2007-04-24 | |
| Comment | 13.290 | Brian Acker, CA | He has a model price of $15.94. A 20% positive differential. Any pull back to $12.20 would be a “load up the truck” time. | 2007-04-12 | |
| HOLD | 13.160 | Robert Floyd | As airlines continue to refocus their fleets, they are buying bigger and more efficient aircraft and will need simulators to train the pilots. Has developed a flight training school. Earnings are progressing very nicely. | 2007-03-29 | |
| BUY | 12.170 | Robert McWhirter | Feels the aerospace development will continue for the next 2 years at least. Earnings were up 44%. Expect them to continue winning contracts. Looking for huge expansion in India and China. | 2007-02-28 | |
| PAST TOP PICK | 12.190 | Robert Floyd | (A Top Pick Feb 27/06. Up 31.8%.) Quarterly report was extremely strong. There are stronger simulator sales. Earnings are improving. Training facility for new pilots should continue strong. | 2007-02-13 | |
| PAST TOP PICK | 11.510 | Bill Carrigan | (A Top Pick Aug 11/06. Up 28%.) Thinks it's going higher. Continue to hold. | 2007-02-01 | |
| TOP PICK | 11.360 | Robert McWhirter | (A Top Pick Jan 12/06. Up 25%.) 25 simulators were expected for this year and they are already at 29 and could come in at 35. | 2007-01-25 | |
| BUY | 10.750 | Alex Ruus | Continues to book a lot of new orders. Expect the stock to continue to go up. | 2007-01-04 | |
| TOP PICK | 10.640 | Robert Floyd | (A Top Pick Feb 27/07. Up 13.9%.) Continuing to see new orders. Earnings are continuing to accelerate. Considerable strength in that marketplace. Have been reducing costs. | 2007-01-03 | |
| PAST TOP PICK | 10.750 | Gavin Graham | (A Top Pick Jan 9/06. Up 20%.) A leveraged play on aircraft orders. Last year was a record year for aircraft orders. Will do pretty well for the rest of this decade. Good buy. | 2006-12-28 | |
| BUY | 10.670 | Chyanne Fickes | A great little play. They’re in the sweet spot of the aerospace market. Will benefit from the 3rd world increase in travel. | 2006-12-18 | |
| PAST TOP PICK | 10.140 | Bill Carrigan | (A Top Pick Nov 8/05. Up 27%.) Still a Hold. | 2006-12-06 | |
| PAST TOP PICK | 10.300 | Robert Floyd | (A Top Pick Feb 27/06. Up 10.1%.) Still likes. Target should continue to move up. Announcements coming out of the airplane manufacturers bodes well for them. A Buy. | 2006-12-01 | |
| TOP PICK | 10.520 | Robert McWhirter | (A Top Pick Dec 8/05. Up 20.5%.) Reasonably priced. Pretty good backlog into the future. New planes are being sold into India and China. | 2006-11-28 | |
| DON'T BUY | 10.550 | David Baskin | Has had a terrific rise. New management and they are doing very well. Getting new orders. Starting to look at little bit scary to him. | 2006-11-21 | |
| PAST TOP PICK | 10.060 | Robert Floyd | (A Past Top Aug 18/06. Up 8%.) Just reported $0.12 for the quarter. Order bookings art extremely strong. | 2006-11-13 | |
| BUY | 9.940 | Peter Gibson | Likes the fundamentals a lot. Using the price momentum technique, the stock has to stay above $9.90. Fundamentals indicate a could rise another 10%-20%. | 2006-11-03 | |
| BUY | 10.270 | Peter Brieger | A Canadian company that is world-class. Has very few peers in this space. Selling at 18 X of March/08 earnings, but ultimately you could see selling at 25 X. | 2006-10-16 | |
| PAST TOP PICK | 10.000 | Robert Floyd | (A Top Pick Sept 29/05. Up 24.5%.) Can still go a lot higher. Orders continue to come in. As new airlines emerge they'll need new simulators. The demand for pilots is still strong. Would still buy. | 2006-10-13 | |
| BUY | 9.500 | John Zechner | They are in the right part of the cycle again. Margins are starting to rise. Earnings have also been rising. Have diversified their business and their backlog is growing. | 2006-09-27 | |
| PAST TOP PICK | 9.330 | Robert Floyd | (A Top Pick Sept 29/05. Up 16%.) Still has room to go. Continuing to announce new contracts. Their flight safety school is a great add-on for the company. Their backlog continues to build. | 2006-09-20 | |
| TOP PICK | 9.400 | Robert McWhirter | Earnings are expected to be $.46 in March/07 and rising by 24% in March/08. This gives you a 16 P/E. If it breaks above the old high of $9.82, it would be very positive. | 2006-09-15 | |
| DON'T BUY | 9.250 | Laura Wallace | Has had a good recovery from its bottom. Fairly fully valued. Can't see much more than $10 for the stock. | 2006-08-21 | |
| TOP PICK | 9.330 | Robert Floyd | Has had a tremendous turnaround. Earnings are looking quite strong at $.50 this year and $.65 next year. Orders are continuing to come in. Also involved in a flight school. | 2006-08-18 | |
| TOP PICK | 9.300 | Robert McWhirter | (A Top Pick July 21/05. Up 39%.) Reported positive earnings. The earnings for March/07 are expected to grow from $.36 to $.46. | 2006-08-15 | |
| DON'T BUY | 9.180 | Laura Wallace | Has done a nice turn around. Looks fairly valued right now. Trades at a peak multiple of 15 X’s. | 2006-08-14 | |
| TOP PICK | 9.070 | Bill Carrigan | (A Top Pick Aug 9/05. Up 26.1%.) Low in June was higher than that of October. Technically, it is still in an uptrend. Use a stop of $8.20. | 2006-08-11 | |
| DON'T BUY | 8.660 | Peter Brieger | A world-class company. However, very expensive at 20 X earnings. | 2006-08-09 | |
| TOP PICK | 8.800 | Robert Floyd | Over the first 4 months they posted some incredible orders. Announced some developments on the flight training side that will add significantly to the revenue. | 2006-08-02 | |
| BUY | 8.560 | David Baskin | The prospects are better right now than any time since 9/11. They are winning orders. As more aircraft is sold, they will sell more simulators | 2006-07-27 | |
| HOLD | 8.670 | David Driscoll | Aerospace industry has had a big ramp up over the last few years and things should start to subside. This will have an impact, even on the flight simulator part. A little expensive. | 2006-07-26 | |
| PAST TOP PICK | 8.880 | Robert McWhirter | (A Top Pick Jan 12/06. Down 3.8%.) Sold because of market concerns. Looking to buy it back, but is probably 1/2 months too soon. Ranks neutral at about 282. Earnings expected to go from $.35 to $.44 and then to $.57 in 2008. | 2006-07-25 | |
| BUY | 8.300 | Robert Floyd | A very strong part of the marketplace. Have announced 7 simulator orders this year. Last year they had total orders of 21. Their recent order was a helicopter order. Can see some strong earnings going forward. | 2006-07-14 | |
| BUY | 8.680 | Gavin Graham | A play on increased aircraft sales. There were a record number of airplane sales last year. Their numbers look good for the next couple of years. Good price. | 2006-07-06 | |
| BUY | 8.800 | David Cockfield | There is a resurgence in the whole air craft industry. As the industry expands, this company will do better. Looks like it has good potential. | 2006-06-08 | |
| BUY | 8.790 | John Zechner | Likes what is happening on the growth of production and the outsourcing. Margins are improving and the backlog is growing. Looks like a very good story. | 2006-06-07 | |
| PAST TOP PICK | 9.660 | Robert Floyd | (A Top Pick Dec 17/04. Up 100%.) Really likes this company. Get contracts on both military and civil sides. | 2006-05-16 | |
| PAST TOP PICK | 9.290 | Robert McWhirter | (A Top Pick Jan 12/06. Up 3%.) Expected to announce new contracts over the next couple of months. | 2006-05-04 | |
| BUY | 9.080 | Brian Acker, CA | This is the stock under $10 which warrants attention. He has a model price of $12 .53 which is a 40% positive differential. | 2006-03-29 | |
| SELL | 8.980 | David Chapman | When the stock was making it’s high recently, the MACD was making a lower high. It is currently in a SELL mode. It has broken down through a little series of lows that occurred in January and February. | 2006-03-28 | |
| PAST TOP PICK | 9.440 | Robert McWhirter | This stock is up 5%. The stock continues to do well and he continues to own. | 2006-03-13 | |
| VAGUE | 9.340 | David Burrows | Stock is acting well. Business is on the upswing. He does not own right now but has owned in the past. | 2006-02-27 | |
| TOP PICK | 9.340 | Robert Floyd | Previous pick. There are two businesses here, flight simulators and the training of the pilots.
Up 73% and still believes it will go higher because it has strong earnings. There is some risk if the price of fuel goes up, it could hurt the airlines, which will in turn hurt this business.
. | 2006-02-27 | |
| PAST TOP PICK | 9.430 | Bill Carrigan | One of his past picks, it has done well. No technical reason to sell but he is selling to get into another sector. He recommends healthcare and aerospace as the sectors to get into. | 2006-02-14 | |
| TOP PICK | 8.960 | Gavin Graham | There have been a record number of planes ordered this last year. This will mean more simulators or training will be required. This has another year to 18 months to go. | 2006-01-09 | |
| BUY | 8.410 | David Baskin | Right now, civil aviation is on a roll. Aircraft are being purchased all over the world in record numbers, meaning that the market for flight simulators is booming. New management team seems to be getting their act together. It looks attractive at this price. | 2006-01-04 | |
| DON'T BUY | 8.650 | Peter Brieger | One of the Canadian companies that ranks on the world stage in quality and outlook but a bit expensive here. Would be interested at around $7. | 2005-12-28 | |
| SELL | 8.530 | Laura Wallace | Has had a tremendous year. Expensive at this level at 20 X earnings. Still dependent on the aircraft sector which still has problems. | 2005-12-22 | |
| HOLD | 8.520 | John Zechner | This story sort of looks like it's coming around. New management and they're getting their costs under control. A few brokers picked up the story and it went up 15% in a day. Reasonably, could see it trading up towards $10 in a cycle, but it's already had a lot of the move. | 2005-12-12 | |
| DON'T BUY | 8.520 | Laura Wallace | Has done very well. Expensive relative to its earnings. A bit of a “show me” stock. Earnings projections are pretty aggressive relative to where it’s been. | 2005-12-12 | |
Experts that have talked about CAE Inc
